Need help? We're here for you. Reach out directly or browse common questions below.
In-app help
Already using the app? Open Settings → Help & support to send a message from your account.
Go to Settings → Linked accounts and tap Connect bank. You'll be guided through a secure Plaid connection. We never store your bank credentials.
New transactions usually appear within a few minutes of syncing. If something is still missing, pull down on your Dashboard to refresh, or check that the account is still connected in Settings → Linked accounts.
Open Settings → Subscription and select Downgrade to Free. You'll keep Premium features until the end of your current billing period.
Yes. We use bank-level encryption, Row-Level Security on our database, and Plaid's secure infrastructure. We never see or store your bank login credentials.
Go to Settings, scroll to the bottom, and tap Delete account. This permanently removes your profile, budgets, and linked bank data.
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